LPLA - LPL Financial Welcomes Best Wealth Management | Benzinga
SAN DIEGO, Dec. 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Matthew Best and Michael Moore of Best Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.
Based in Shippenville, Penn., Best is a former educator who joined the financial services industry nearly 25 years ago to blend his passion for family values with financial analysis. Over the years, he's gained a reputation for his unwavering commitment and holistic experience in wealth management. Moore joined Best Wealth Management in 2018 after a 20-year career as a teacher and principal. He wanted to help people manage their money in ways they didn't even know existed, helping them safely navigate financial uncertainties. They are joined by Office Assistant Drew Wrhen.
"At Best Wealth Management, we believe that understanding finances should be empowering, not intimidating," Best said. "This is precisely what we've built our foundation on — a seamless blend of advice and personalized attention for each client. We don't just crunch numbers; we actually take the time to understand the ...